extend quickbooks to streamline ecommerce and shipping

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Oz Development, Inc. www.ozdevelopment.com 508.366.1969 Extend QuickBooks to Streamline eCommerce and Shipping

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Embracing eCommerce and expanding sales channels is not something a business at any size can afford to ignore. With order volume growing, the next challenge is to ensure smooth operations: getting your customers the items they ordered as fast as possible, while minimizing errors and warehouse labor costs. These slides provide customer examples and functional extensions that can create concrete savings and operational improvements.

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Page 1: Extend QuickBooks to Streamline eCommerce and Shipping

Oz Development, Inc. www.ozdevelopment.com 508.366.1969

Extend QuickBooks to Streamline eCommerce and Shipping

Page 2: Extend QuickBooks to Streamline eCommerce and Shipping

Oz Development, Inc. www.ozdevelopment.com 508.366.1969

Agenda

• Introduction & Welcome

• Oz Overview

• QuickBooks Automation Scenarios

• OzLINK Demo

• Summary and Q & A

Page 3: Extend QuickBooks to Streamline eCommerce and Shipping

Oz Development, Inc. www.ozdevelopment.com 508.366.1969

OzLINK: Proven Success with QuickBooks

Oz Overview• Integrating and extending

order management applications• 20 years experience in shipping• Rapid company growth• Over 400 QuickBooks Customers

Page 4: Extend QuickBooks to Streamline eCommerce and Shipping

Oz Development, Inc. www.ozdevelopment.com 508.366.1969

How Does OzLINK Extend QuickBooks?

eCommerce

Warehouse

Shipping

Page 5: Extend QuickBooks to Streamline eCommerce and Shipping

Oz Development, Inc. www.ozdevelopment.com 508.366.1969

Over 400 QuickBooks Customers

eCommerce Warehouse Shipping

Page 6: Extend QuickBooks to Streamline eCommerce and Shipping

Oz Development, Inc. www.ozdevelopment.com 508.366.1969

Atlanta Barber Supply Trims Costs

• Streamlined 125 order per day, growing eCommerce• Cut cleric work from 7-8 hours to 25 minutes• Improved order accuracy & customer service

Orders Orders

Costs & Tracking

Tracking

Page 7: Extend QuickBooks to Streamline eCommerce and Shipping

Oz Development, Inc. www.ozdevelopment.com 508.366.1969

Integrate eCommerce & QuickBooks

Warehouse

Page 8: Extend QuickBooks to Streamline eCommerce and Shipping

Oz Development, Inc. www.ozdevelopment.com 508.366.1969

OzLINK eCommerce Extensions

Orderrouting

SupplierFulfillment

OrderScreening

AddressValidation

eCommerce

Edge Apps

Orders

Inventory, Tracking, etc.

Page 9: Extend QuickBooks to Streamline eCommerce and Shipping

Oz Development, Inc. www.ozdevelopment.com 508.366.1969

Image 3D Saves Over $10,000 per year

• Streamlined order processing saving $10,500 per year• Improved customer service and visibility while growing at 42%• Increased ability to handle volume peaks with same staff

New Orders

Order Status

• Rules for Mail Innovations• Pack rules for multi-piece &

batch shipping

Page 10: Extend QuickBooks to Streamline eCommerce and Shipping

Oz Development, Inc. www.ozdevelopment.com 508.366.1969

OzLINK Provides Advanced Shipping

Service AllSales Channels

Leverage the BroadestCarrier Support

• All carrier options• US and International• Third party billing• Scales and peripherals• Combo pick ticket & ship label

• Branded pack slips• ASN • Retail compliant labels• Drop ship for your customers

Automate ComplexBusiness Rules

• Auto select carrier and service• By sales channel• By order weight, value, etc.• By line of business• Automate returns

Page 11: Extend QuickBooks to Streamline eCommerce and Shipping

Oz Development, Inc. www.ozdevelopment.com 508.366.1969

Streamline with Batch Shipping

Orders

Export

BatchshippingTracking

Page 12: Extend QuickBooks to Streamline eCommerce and Shipping

Oz Development, Inc. www.ozdevelopment.com 508.366.1969

Improve Service and Follow On Sales

Provide real time e-mail status to customers

Include product line details confirming order

Highlight promotions to drive

follow on sales

Streamline return instructions

Re-enforce your brand

Page 13: Extend QuickBooks to Streamline eCommerce and Shipping

Oz Development, Inc. www.ozdevelopment.com 508.366.1969

Improve EDI/ASN Orders With Pack Verification

RetailerFront OfficeUser

WarehouseUser

EDI

• Validate line items & quantity at pack time• Capture box level details of shipment• Generic UCC 128 compliant labels with UPS label

Page 14: Extend QuickBooks to Streamline eCommerce and Shipping

Oz Development, Inc. www.ozdevelopment.com 508.366.1969

Automate Pack Slips Across Sales Channels

Eliminate manual processes

Automate across multiple

drop ship customers

Support different brands

Page 15: Extend QuickBooks to Streamline eCommerce and Shipping

Oz Development, Inc. www.ozdevelopment.com 508.366.1969

Julian Bakery Saves $60,000 per Year

· Leveraged USPS and OnTrac to serve the entire US with 2 day delivery · Selection of carrier and services was automated· Automated selection of packaging saving $58.5K per year on shipping costs

New Orders

Order Status

• Rules for Mail Innovations• Pack rules for multi-piece &

batch shipping

Shipping

Page 16: Extend QuickBooks to Streamline eCommerce and Shipping

Oz Development, Inc. www.ozdevelopment.com 508.366.1969

Demo

Page 17: Extend QuickBooks to Streamline eCommerce and Shipping

Oz Development, Inc. www.ozdevelopment.com 508.366.1969

Summary

• Integration and extending QuickBooks can drive major cost savings

• Can start small and prove ROI• Expanding eCommerce channels are driving

more complexity into fulfillment• OzLINK supports all version of QuickBooks

Page 18: Extend QuickBooks to Streamline eCommerce and Shipping

Oz Development, Inc. www.ozdevelopment.com 508.366.1969

Tools to Support YouCase Studies, Brochures

Demo Videos

https://www.youtube.com/user/OzDevelopment/videos

http://www.slideshare.net/OzDevelopment/presentations

https://www.ozdevelopment.com/upsready

Contact Info508-366-1969

[email protected] www.linkedin.com/in/jasonwhancock

Page 19: Extend QuickBooks to Streamline eCommerce and Shipping

Oz Development, Inc. www.ozdevelopment.com 508.366.1969

Q & A